Financial Planning & Information Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.02M | Hold |
1,745
| – | – | 0.14% | 47 |
|
|
2024
Q2 | $815K | Hold |
1,745
| – | – | 0.12% | 47 |
|
|
2024
Q1 | $794K | Hold |
1,745
| – | – | 0.12% | 49 |
|
|
2023
Q4 | $791K | Hold |
1,745
| – | – | 0.12% | 50 |
|
|
2023
Q3 | $714K | Hold |
1,745
| – | – | 0.13% | 50 |
|
|
2023
Q2 | $803K | Hold |
1,745
| – | – | 0.15% | 50 |
|
|
2023
Q1 | $825K | Hold |
1,745
| – | – | 0.16% | 51 |
|
|
2022
Q4 | $849K | Buy |
1,745
+239
| +16% | +$111K | 0.18% | 46 |
|
|
2022
Q3 | $582K | Hold |
1,506
| – | – | 0.14% | 49 |
|
|
2022
Q2 | $648K | Hold |
1,506
| – | – | 0.16% | 49 |
|
|
2022
Q1 | $665K | Hold |
1,506
| – | – | 0.15% | 50 |
|
|
2021
Q4 | $535K | Hold |
1,506
| – | – | 0.13% | 50 |
|
|
2021
Q3 | $520K | Hold |
1,506
| – | – | 0.14% | 49 |
|
|
2021
Q2 | $570K | Sell |
1,506
-24
| -2% | -$9.23K | 0.17% | 46 |
|
|
2021
Q1 | $565K | Buy |
1,530
+24
| +2% | +$8.23K | 0.17% | 45 |
|
|
2020
Q4 | $535K | Hold |
1,506
| – | – | 0.18% | 44 |
|
|
2020
Q3 | $577K | Hold |
1,506
| – | – | 0.22% | 40 |
|
|
2020
Q2 | $550K | Hold |
1,506
| – | – | 0.23% | 37 |
|
|
2020
Q1 | $510K | Hold |
1,506
| – | – | 0.27% | 37 |
|
|
2019
Q4 | $586K | Hold |
1,506
| – | – | 0.23% | 36 |
|
|
2019
Q3 | $587K | Hold |
1,506
| – | – | 0.25% | 37 |
|
|
2019
Q2 | $547K | Hold |
1,506
| – | – | 0.24% | 37 |
|
|
2019
Q1 | $452K | Hold |
1,506
| – | – | 0.2% | 37 |
|
|
2018
Q4 | $394K | Hold |
1,506
| – | – | 0.19% | 35 |
|
|
2018
Q3 | $521K | Hold |
1,506
| – | – | 0.2% | 35 |
|
|
2018
Q2 | $445K | Hold |
1,506
| – | – | 0.17% | 34 |
|
|
2018
Q1 | $509K | Hold |
1,506
| – | – | 0.18% | 31 |
|
|
2017
Q4 | $484K | Hold |
1,506
| – | – | 0.16% | 27 |
|
|
2017
Q3 | $467K | Hold |
1,506
| – | – | 0.16% | 28 |
|
|
2017
Q2 | $418K | Hold |
1,506
| – | – | 0.15% | 29 |
|
|
2017
Q1 | $403K | Hold |
1,506
| – | – | 0.15% | 29 |
|
|
2016
Q4 | $376K | Hold |
1,506
| – | – | 0.15% | 29 |
|
|
2016
Q3 | $361K | Hold |
1,506
| – | – | 0.15% | 29 |
|
|
2016
Q2 | $374K | Hold |
1,506
| – | – | 0.17% | 29 |
|
|
2016
Q1 | $334K | Hold |
1,506
| – | – | 0.17% | 28 |
|
|
2015
Q4 | $327K | Buy |
+1,506
| New | +$327K | 0.19% | 28 |
|
Other funds holding LMT
Financial Planning & Information Services's LMT Position: Q3 2024 in Review
Financial Planning & Information Services held its Lockheed Martin (LMT) position steady in Q3 2024 at 1,745 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #47.
Financial Planning & Information Services first reported a position in LMT in Q4 2015 and has held it in 36 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.
- Financial Planning & Information Services held 1,745 shares of Lockheed Martin worth $1.02M as of Q3 2024.
- Financial Planning & Information Services left its Lockheed Martin share count unchanged in Q3 2024.
- Lockheed Martin made up 0.14% of Financial Planning & Information Services's portfolio in Q3 2024, its #47 holding.
- Financial Planning & Information Services first reported a position in Lockheed Martin in Q4 2015 and has held it in 36 quarters since.
- 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.
Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.